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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Alfred Turner is a financial advisor with over 40 years of experience in the industry. Thomas currently works at Osaic FA, Inc. and is registered with both FINRA and the SEC. In addition to his current role, Thomas has held various positions in the past, including working for The Lincoln National Life Insurance Company, NYLIFE Securities Inc., Integrated Resources Equity Corporation, Hartford Equity Sales Company Inc., Benefit Securities, Inc., NEL Equity Services Corporation and Metropolitan Life Insurance Company. Thomas is a licensed agent in several states, including Alaska, California, New Mexico, Texas and Washington. Thomas provides various advisory services to clients, including financial planning, retirement plan consulting, and portfolio management. Thomas's client base includes individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AK
12/02/2019 - Present
Osaic FA, Inc. (ANCHORAGE AK)
IN
10/10/2001 - 03/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
10/25/1988 - 09/10/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
NA
11/22/1985 - 11/22/1988
INTEGRATED RESOURCES EQUITY CORPORATION
CT
09/26/1984 - 08/20/1988
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NA
07/30/1984 - 11/19/1985
BENEFIT SECURITIES, INC.
NA
07/05/1979 - 06/28/1984
NEL EQUITY SERVICES CORPORATION
NA
08/21/1973 - 07/06/1979
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 06/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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